User Management
Creating and managing user accounts, passwords, and API access
Password
This tab is visible to System Administrators to manage user access.
Users can go to System / Change Password to reset their own passwords. The page is similar.
If Roles / Details "Single Signon" or "Disable Passwords" are checked for the user's role, then this tab is hidden as passwords are not applicable.
If a password is changed, it is effective immediately and will need to be used on next login.
New passwords must meet the Password Validation requirements that have been set for your business. Passwords cannot be reused.
If a user logs in using a Temporary Password, they are navigated to the System / Change Password tab to change their password before they can continue. If the password is entered incorrectly three times in succession, the user's status is updated to 'Locked'.
Users can also use the Reset Password hyperlink on the Login screen to reset their passwords if they become locked out or cannot remember their password.
Field Descriptions
Action Buttons
Troubleshooting
Tip: Visit the main Troubleshooting page for a list of all the available problem-solving tips.
Logins
Admin users can access Users / Logins to create and update user login records for external systems.
MacLease - this login is used when you use the Quotes / Finance Apply button.
If you need a login set-up, contact your System Administrator.
Field Descriptions
Action Buttons
Audit History
You must select a Login record first! You have clicked on the audit history icon without first selecting a login record to review. Select a particular login record and then click on the audit history icon.
Create a New User
Qualifiers
A new staff member needs access to the system
The new user has been advised of the system URL separately
Reset a Password
Go to System / Users
Click New
Role: select the appropriate role from the available list
User Login: enter a short login for the user. Make it unique and clearly identifiable as this user, because the login is often shown in lists and alerts
Password: click on the key icon to issue a temporary password
Name: enter the user's name
Email: enter the user's email address
Click Save
Click [Send Password]
What Does the User Do Next?
The user will receive the password email
They can then use the URL to go to the Login screen
They are navigated to the Home screen where they are required to change their password
Create a User to Access APIs
Qualifiers
Create a user to authenticate and run APIs
Only roles where Access Type is 'web-services' should be configured to run token APIs in an unrestricted manner
Catch-e staff will create new roles for your different API functions as requested
Process
Go to System / Users
Role: select the required role ('web-services' is a standard role, but use a different role for each system or supplier that needs access to your APIs. Visit the Third Party Developers page for more details)
Click New
User Login: enter a login name
Password: enter a password
Re-type Password: re-enter the password
Name: enter name
Email: enter email
Click Save
Let the web service user know the login and password
Users Details
Column One
Column Two
Password validation is done during new user creation to ensure the password justifies all set rules - for example: length of password, letters required, numbers required, upper or lower case required, non-dictionary word required etc. A password shown in plain text means it is temporary and the user will be asked to change it to a permanent password on its next login.
Action Buttons
Validations and Alerts
Users KPIs
Admin role users can change the KPIs a user can see on the Home Screen.
Access to KPI chart boxes are initially set at role level in Roles / KPIs.
This means that an individual user will only have access to the KPIs enabled for their role.
User Settings
If you would like to enable users to view KPIs for others, go to Users / Details KPI Access and update the "Other Users" and "Other Workgroups" check boxes to do this. This may suit a team leader position.
Field Descriptions
User Exit Checklist
Qualifiers
The user has left the business
Open Events
Check and change users stored on incomplete events. Ask Catch-e Support to provide Table Import Data files if you do not have access to Workbench.
Contract Events
Create an update file containing the following fields:
Go to Setup / Import Table Data
Module: 'fm | Fleet Management'
Table: 'fm_contract_events'
Import file
Client Events
Create an update file containing the following fields:
Go to Setup / Import Table Data
Module: 'fm | Fleet Management'
Table: 'fm_client_events'
Import file
Driver Events
Create an update file containing the following fields:
Go to Setup / Import Table Data
Module: 'fm | Fleet Management'
Table: 'fm_driver_events'
Import file
Scheduler Jobs
Review a list of scheduler job recipients and senders. Change out suspended users. Ask Catch-e Support to provide Scheduler Job reports if you do not have access to Workbench.
Catch-e Staff
Add required userlogin details for 'CURRENTUSER' and 'NEW_USER'
1) Generate Data and Import Details for Contract Events
SELECT ce.contract_id, ce.due_date, ce.completed_flag, ce.status_flag, u.user_id AS existing_user_id, u.user_login AS existing_user_login, unew.user_id AS new_user_id, unew.user_login AS new_user_login, '--->' AS 'fm_contract_events_import', ce.contract_event_id, unew.user_id FROM fm_contract_events AS ce INNER JOIN gb_users AS u ON u.user_id = ce.user_id AND u.user_login = 'CURRENTUSER' INNER JOIN gb_users AS unew ON unew.user_login = 'NEWUSER' WHERE ce.status_flag = 'active' AND ce.completed_flag = 'no'; 2) Generate Data and Import Details for Client Events
SELECT ce.client_id, ce.due_date, ce.completed_flag, ce.status_flag, u.user_id AS existing_user_id, u.user_login AS existing_user_login, unew.user_id AS new_user_id, unew.user_login AS new_user_login, '--->' AS 'fm_client_events_import', ce.client_event_id, unew.user_id FROM fm_client_events AS ce INNER JOIN gb_users AS u ON u.user_id = ce.user_id AND u.user_login = 'CURRENTUSER' INNER JOIN gb_users AS unew ON unew.user_login = 'NEWUSER' WHERE ce.status_flag = 'active' AND ce.completed_flag = 'no'; 3) Generate Data and Import Details for Driver Events
SELECT ce.driver_id, ce.due_date, ce.completed_flag, ce.status_flag, u.user_id AS existing_user_id, u.user_login AS existing_user_login, unew.user_id AS new_user_id, unew.user_login AS new_user_login, '--->' AS 'fm_driver_events_import', ce.driver_event_id, unew.user_id FROM fm_driver_events AS ce INNER JOIN gb_users AS u ON u.user_id = ce.user_id AND u.user_login = 'CURRENTUSER' INNER JOIN gb_users AS unew ON unew.user_login = 'NEWUSER' WHERE ce.status_flag = 'active' AND ce.completed_flag = 'no'; Scheduler Jobs
Replace 'CURRENT_USER' with the user_login of the exit user to target their records only.
1) Scheduler Jobs - Mail Queue
SELECT sj.scheduler_job_id AS job_id, sj.description, sj.send_mail_flag, sj.status_flag, sjr.name AS recipient_name, sjr.address AS recipient_address, u.user_login, u.status_flag AS user_status_flag FROM gb_scheduler_jobs AS sj INNER JOIN gb_scheduler_job_recipients AS sjr ON sj.scheduler_job_id = sjr.scheduler_job_id AND sjr.address NOT LIKE '%@catch-e.com.au' LEFT JOIN ( SELECT u.user_id, u.user_login, u.full_name, u.email, u.status_flag FROM gb_users AS u INNER JOIN gb_roles AS r ON r.role_id = u.role_id AND r.access_type = 'internal' ) AS u ON u.email = sjr.address WHERE sj.status_flag = 'active' AND sj.send_mail_flag = 'yes' AND sjr.status_flag = 'active' AND u.user_login = 'CURRENT_USER' GROUP BY sj.scheduler_job_id, sjr.recipient_no ORDER BY u.status_flag DESC, sjr.address, sjr.name, sj.scheduler_job_id; 2) Scheduler Jobs - Report Queue
SELECT sj.scheduler_job_id AS job_id, sj.description, sj.report_queue_flag, sj.status_flag, sjr.name AS recipient_name, sjr.address AS recipient_address, u.user_login, u.status_flag AS user_status_flag FROM gb_scheduler_jobs AS sj INNER JOIN gb_scheduler_job_recipients AS sjr ON sj.scheduler_job_id = sjr.scheduler_job_id INNER JOIN gb_users AS u ON u.user_id = sjr.user_id WHERE sj.status_flag = 'active' AND sj.report_queue_flag = 'yes' AND sjr.status_flag = 'active' AND u.user_login = 'CURRENT_USER' GROUP BY sj.scheduler_job_id, sjr.recipient_no ORDER BY u.status_flag DESC, sjr.address, sjr.name, sj.scheduler_job_id; 3) Scheduler Jobs - Sender
SELECT sj.scheduler_job_id AS job_id, sj.description, sj.send_mail_flag, sj.status_flag, u.user_login, u.status_flag AS user_status_flag FROM gb_scheduler_jobs AS sj INNER JOIN gb_users AS u ON u.user_id = sj.user_id_sender AND u.status_flag != 'active' WHERE u.user_login = 'CURRENT_USER';